Here’s what’s new:

Donor Tools Funds are now exported as Quickbooks Classes. If you use classes to track your programs, Donor Tools will assign each donation to the appropriate class. If you don’t use classes, that’s alright, Quickbooks will import the classes anyway, but they won’t be displayed on your reports. Here are some examples of Funds/Classes:

Building Fund

Inner City Missions Project

Orphanage Support Fund

Donor Tools Sources are now exported as Quickbooks Income Accounts, and a special Item is created in Quickbooks for each source. Here are some examples of Sources:

Individual Contributions

Tithes & Offerings

Online Donations

Golf Fundraiser

Christmas Appeal Letter

Donations are now exported to Quickbooks as Sales Receipts. Each donation becomes a separate Quickbooks sales receipt. This way, each donation is credited to the donor (or “customer”) in Quickbooks, and the donation is also credited to the appropriate income account (Source). Splits are recorded as separate income items under each sales receipt.

After you export your file from Donor Tools and then import it into Quickbooks, you’ll need to create a deposit. Simply click “Record Deposits”, and then select the donations that are included in your bank deposit. Here are some helpful resources for Quickbooks: